Senior Roadshow Coordinator (Deal Roadshow Experience)

First Global Management Services•New York City, NY

2d•$105,000 - $140,000•Hybrid

About The Position

FIRST is a leading global brand experience agency serving clients in various industries, including financial services, technology, new & traditional media, aerospace, healthcare, and professional services. FIRST has received numerous accolades, including being listed among the 2025 Most Innovative Marketing Agencies of the Year by Chief Marketer, named Top Agency of the Year 2024 by Event Marketer, highlighted as a Global Agency of the Year, over 100 Employees by C&IT, and listed among the "200 Top Marketing Agencies" in 2024, 2023, & 2022 by Chief Marketer. Learn more at www.firstagency.com The Senior Roadshow Coordinator is responsible for planning and executing high-profile roadshows by collaborating with Corporates, Institutional Equity Sales, Investment Banking, and Capital Markets teams. This role involves extensive coordination of logistics, including travel, accommodations, and virtual meeting arrangements, while maintaining seamless communication with corporate management teams and internal stakeholders. The Senior Roadshow Coordinator will demonstrate strong organizational skills, the ability to work independently, and a commitment to excellence, creativity, and teamwork. The Senior Roadshow Coordinator may have people management responsibilities as well, managing and mentoring a team, which may include up to 5 direct reports.

Requirements

Bachelor's Degree Preferred
8-10+ years’ experience working on complex Deal Roadshows in the Financial industry, experience in events, marketing and/or communications
Strong working knowledge of the Microsoft Office, specifically Excel
Experience in training teams both in planning and execution of Roadshows.
People management experience preferred but not required as not all Senior Roadshow Coordinator roles have people management responsibilities.
Highly organized – ability to handle multiple tasks to meet strict deadlines
Excellent time management and multi-tasking skills
Ability to effectively and extensively interact with all levels of senior ranking officers
Adaptability to situations and ever-changing demands
Accessible and responsive at all times; tasks and requests by client often happen outside of normal business hours - must be available to respond accordingly in accordance with SLAs
A calm and flexible approach to handling pressure and stress.
Professional, responsive and polite in extremely difficult circumstances
Resourceful, ambitious and proactive
Creative problem solver and team player
Travel up to 10%
Strong communication skills and empathy for complex issues

Responsibilities

Work closely with Corporates, Institutional Equity Sales, Investment Banking and Capital Markets and/or Corporate Access to design and execute roadshows
Build strong relationships with corporate management teams as well as with other internal constituents
Heavy calendar management and meeting coordination for investors, clients and internal teams
Heavy logistic coordination for in-person roadshows, including, but not limited to hotels, ground transportation, private air, commercial air
Heavy logistics coordination for virtual/hybrid roadshows, including, but not limited to Zoom, conference calls, large group virtual meetings
Maintain and communicate logistics and travel schedules and agendas with corporate contacts, salespeople and other participants for multiple events at the same time
Reconcile all roadshow expenses
Source, vet and contract venues for events with client input
Negotiate with vendors for cost effectiveness as appropriate, commercial focus to the bottom line
Identify new venues and vendors to differentiate roadshows and provide new experiences to clients
Arrange conference calls and webcasts and coordinate ad hoc technology requests
Provide real-time support for participants, even if after hours leading into an event
Create and send logistical information and coordinate other materials for events as needed
Must be able to balance a client’s demands and prioritize work based on a high-volume book of work
Able to work independently with specialists and clients with little guidance
Back up coverage for colleagues as needed within the team
Create training documents for specific events or tasks where applicable, with a proactive approach
Excellent working relationship with managers, clients and peers alike
Advanced supplier knowledge: ability to negotiate value adds for cost efficiencies or enhanced attendee experience
Manage and mentor a team, which may include up to 5 direct reports.
Managing vacation schedules for direct reports ensuring coverage for the client at all times including providing coverage when team members are out of the office on vacation or for an event
Oversee workload of the team ensuring day to day understanding of capacity/pressure points
Management of staffing assignments considering individual team members capacities and capabilities
Management of personal development reviews for direct reports
Lead and motivate direct reports, encouraging a productive and positive atmosphere
Act as an ambassador for the FIRST brand, leading by example and displaying the company’s core values (Ambition, Creativity, Excellence, Integrity, Teamwork)

Benefits

Medical, Dental & Vision which includes the option of a high-deductible health plan (HDHP) with a health savings account (HSA)
401 (k)
Five Flexible Spending Accounts Options
Generous Paid Time Off Allowance
Employee Assistance Program (EAP)
Life, Disability & Pet Coverages
Wellness Stipend
Mobile Phone Allowance
Complimentary access to Headspace, Teladoc, Maven, Rocket Lawyer, Mobilo & more
Aura Identity Theft Protection
Discretionary Bonus Structure
Global Opportunities: With a presence in 7 countries worldwide, including headquarters in London, New York, and Singapore, you may have the opportunity to work on exciting projects across different locations.